Your partner in philanthropy. SEE advisor resources
Legacy Workbook Download
Thank you for your interest!
After you’ve filled out this sheet, it’s time to formalize your plan. This sheet can help you and your financial advisor, along with the Omaha Community Foundation’s Donor Services team, start to officially document your estate and solidify your legacy.
Contact us anytime to talk about your legacy giving plan at 402-342-3458 or giving@omahafoundation.org.